401(k) · DOL Form 5500 · 2024

Axiom Investors LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
60
Participants Small participant base
78th
Percentile by assets National rank
$526,046
Avg per participant High balance/head
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Official DOL plan name: Axiom Investors LLC Retirement Plan · Sponsored by Axiom Investors LLC · Connecticut · Finance & Insurance

$32M in assets, 60 participants

Axiom Investors LLC's Axiom Investors LLC Retirement Plan reported $32M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,624 in Finance & Insurance (8,549 peers)

Where Axiom Investors LLC Retirement Plan sits by assets

Axiom Investors LLC Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 60 participants (~$526,046/participant), up 24.0% in 2024.

#5,624
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Axiom Investors LLC Retirement Plan's outsized position by total assets

Axiom Investors LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$31,562,777 Top 22% higher than 78% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Axiom Investors LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axiom Investors LLC Retirement Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axiom Investors LLC Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Axiom Investors LLC Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134021938 · Axiom Investors LLC PY 2024 · 401(k)

Axiom Investors LLC Retirement Plan · $32M · 60 · 78th

  • ASSETS $32M
  • PCT 60
  • EIN 78th
  • RANK 401(k)
  • PHOTO near C.G. Roxane 401(k) Plan
  • IND ind #5624

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Connecticut →

Axiom Investors LLC Retirement Plan in the asset neighbourhood

Refrigerated Solutions Group Retirement Savings PlanRefrigerated Solutions Group…$32MAxiom Investors LLC Retirement PlanAxiom Investors LLC Retireme…$32MC.G. Roxane 401(k) Plan$32MMediakind 401(k) Plan$32MRunning Supply, Inc. 401(k) Profit Sharing PlanRunning Supply, Inc. 401(k) …$32M
End-of-year total assets ($M) among Axiom Investors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN134021938
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axiom Investors LLC)

Sponsor-wide plan assets over time

All Axiom Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 60.12518800751629% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.7M $31.6M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 55 $20M
2023 1 60 $25M
2024 1 60 $32M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Axiom Investors LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Axiom Investors LLC Retirement Plan, Total assets ($B): 0.031562777 · Participants: 60Axiom Investors LLC Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Axiom Investors LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Axiom Investors LLC Retirement Plan side-by-side with 3 peers →

Axiom Investors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is C.G. Roxane 401(k) Plan in CA ($32M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axiom Investors LLC Retirement Plan assets move in 2024? ▼
Axiom Investors LLC Retirement Plan grew sharply - up 24.0% during 2024, from $25M to $32M. Reported net income was $6M.
How have Axiom Investors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axiom Investors LLC's sponsor-wide assets grew 60.1%, from $20M to $32M.
Where does Axiom Investors LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Axiom Investors LLC Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Axiom Investors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.G. Roxane 401(k) Plan in CA ($32M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Axiom Investors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants, $661K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134021938.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.